March 2021
-
Support multiple languages (added Bahasa Indonesia)
-
Updates to Contacts report in Excel
-
Report on the list of folders and files in user's vaultbox
February 2021
-
Updates to Individual Contact report (PDF Export)
-
Updates to Organisation Contact report (PDF Export)
January 2021
-
Users able to appoint other Professional deputy using PD referral code
December 2020
-
As a customer, able to change the number of deputies required to unlock vaultbox.
-
Export contacts to PDF
-
vaultbox referral discount increased from US$2 to US$5
-
Support multiple languages (added Vietnamese)
November 2020
-
UI optimizations for mobile screen
-
Professional deputy to delegate access to a normal user account
October 2020
​
-
Bulk import of contacts from spreadsheet template
-
Bulk import contacts from vCard
-
Net worth currency expressed as a pie chart
-
Option to include/exclude as asset/liability's value in overall net worth
-
Gift subscription
March 2021
-
Support multiple languages (added Bahasa Indonesia)
-
Updates to Contacts report in Excel
-
Report on the list of folders and files in user's vaultbox
February 2021
-
Updates to Individual Contact report (PDF Export)
-
Updates to Organisation Contact report (PDF Export)
January 2021
-
Users able to appoint other Professional deputy using PD referral code
December 2020
-
As a customer, able to change the number of deputies required to unlock vaultbox.
-
Export contacts to PDF
-
vaultbox referral discount increased from US$2 to US$5
-
Support multiple languages (added Vietnamese)
November 2020
-
UI optimizations for mobile screen
-
Professional deputy to delegate access to a normal user account
October 2020
​
-
Bulk import of contacts from spreadsheet template
-
Bulk import contacts from vCard
-
Net worth currency expressed as a pie chart
-
Option to include/exclude as asset/liability's value in overall net worth
-
Gift subscription
March 2021
-
Support multiple languages (added Bahasa Indonesia)
-
Updates to Contacts report in Excel
-
Report on the list of folders and files in user's vaultbox
February 2021
-
Updates to Individual Contact report (PDF Export)
-
Updates to Organisation Contact report (PDF Export)
January 2021
-
Users able to appoint other Professional deputy using PD referral code
December 2020
-
As a customer, able to change the number of deputies required to unlock vaultbox.
-
Export contacts to PDF
-
vaultbox referral discount increased from US$2 to US$5
-
Support multiple languages (added Vietnamese)
November 2020
-
UI optimizations for mobile screen
-
Professional deputy to delegate access to a normal user account
October 2020
​
-
Bulk import of contacts from spreadsheet template
-
Bulk import contacts from vCard
-
Net worth currency expressed as a pie chart
-
Option to include/exclude as asset/liability's value in overall net worth
-
Gift subscription
Product updates
Product updates
Product updates
Product updates
.png)
We're committed to a secure platform with zero administrator access – that’s a level of security not found on Dropbox, Google Drive, or other mass market products. View our security protocols here.
We are inviting financial advisors, lawyers, insurance brokers, wealth planners, wills and estate planners, and other financial intermediaries to partner with us as Professional Deputies.
vaultbox is a cloud-based legacy management solution developed by an established Singapore Fintech certified company.
​
vaultbox inventorises user's assets/liabilities to provide an overall view of their net worth. Also, a digital safety deposit box for uploading key documents (such as wills, life insurance policies, and so on) securely accessible from anywhere.
Are you currently:
-
Managing client's trusts, estate planning, wills and probate?
-
Assisting clients to locate their financial information?
-
Dealing with clients sensitive documents?
-
Experiencing a stagnant or low growth in client acquisition?
-
Running out of ideas to attract potential clients?
-
Thinking on how to retain existing clients?
-
Limited by resources on infrastructure improvement?
-
Keen on starting a digital journey in your service offering?
Benefits vaultbox can bring to your business:
-
Recurring revenue through subscriptions
-
Improving market share
-
Attracting more business opportunities
-
Publicising your company's digital journey
-
Enhancing client stickiness
-
Efficient client management
-
Product updates
-
Cloud-based (SaaS), with no infrastructure or onsite server set-up